Our Strategic Partners

Advisory Accounts Custodian

Charles Schwab

Charles Schwab & Co., Inc.
P.O. Box 2912
Phoenix, AZ 85062-2912
866-855-9102

Estate Planning Attorney

Mr. Marc Levine

Handler and Levine, LLC
4520 East West Highway
Suite 700
Bethesda, MD 20814
301.961.6464

Accountant / CPA

Mr. Brad Mendelson

Mendelson + Mendelson, Certified Public Accountant
12505 Park Potomac Avenue
Suite 250
Potomac, MD 20854
301.656.0001

Mr. David Butler and
Mr. Heath Chavis

Rosenbloom and Butler CPAs, P.C.
1455 Research Boulevard
Suite 510
Rockville, MD 20850

We are listing our strategic partners as a courtesy. Please note, these partners are not affiliated entities and we cannot guarantee their products or services.

Our Team

Firm Profiles

Our Strategic Partners

About Plotkin Financial Advisors, LLC

Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/
FINRA: http://www.finra.org/ | SIPC: http://www.sipc.org/

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Securities offered through Independent Financial Group, LLC, a registered broker-dealer, member FINRA/SIPC Broker securities available to residents of Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia.

Advisory services offered through Plotkin Financial Advisors, LLC, a Registered Investment Advisor. Plotkin Financial Advisors, LLC and Independent Financial Group, LLC are not related entities

Registration with the United States Securities and Exchange Commission (SEC) does not imply a certain level of skill or training or that the SEC has approved or verified the advice or services offered by Plotkin Financial Advisors.

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Our Strategic Partners

Our Strategic Partners

Advisory Accounts Custodian Charles Schwab

Estate Planning Attorney Mr. Marc Levine

Accountant / CPA Mr. Brad Mendelson

Mr. David Butler and Mr. Heath Chavis

Contact Us Today!

About Plotkin Financial Advisors, LLC

Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ FINRA: http://www.finra.org/ | SIPC: http://www.sipc.org/

Advisory Accounts Custodian

Charles Schwab

Estate Planning Attorney

Mr. Marc Levine

Accountant / CPA

Mr. Brad Mendelson

Mr. David Butler and
Mr. Heath Chavis

Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/
FINRA: http://www.finra.org/ | SIPC: http://www.sipc.org/